QUAL icon

iShares MSCI USA Quality Factor ETF
QUAL

Overview Fund Activity

566 hedge funds and large institutions have $14.9B invested in iShares MSCI USA Quality Factor ETF in 2020 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 238 increasing their positions, 193 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
–
Holders Change %
0%
% of All Funds
11.45%
Holding in Top 10
98
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.77%
% of All Funds
1.98%
New
62
Increased
238
Reduced
193
Closed
57
Calls
$23M
Puts
$939K
Net Calls
+$22.1M
Net Calls Change
+$9.15M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.17B
2
Ameriprise
Ameriprise
Minnesota
$716M
3
Bank of America
Bank of America
North Carolina
$1.45B
4
BDF
Balasa Dinverno & Foltz
$44.3M
5
RBA
Richard Bernstein Advisors
New York
$439M

Top Sellers

1
HI
Horizon Investments
North Carolina
$0
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$415M
3
PI
PFS Investments
Georgia
$7.79M
4
UBS Group
UBS Group
Switzerland
$380M
5
BlackRock
BlackRock
New York
$489M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
576
Jackson Wealth Management
Florida
– -$3.95M -41,151 Closed
CWG
577
Cornerstone Wealth Group
North Carolina
– -$2.66M -27,722 Closed
Susquehanna International Group
578
Susquehanna International Group
Pennsylvania
– -$2.31M -24,068 Closed
Citadel Advisors
579
Citadel Advisors
Florida
– -$2.24M -23,329 Closed
WOSD
580
WFA of San Diego
California
– -$1.91M -18,766 Closed
CCFM
581
Clear Creek Financial Management
Washington
– -$1.15M -11,953 Closed
PAI
582
Pittenger & Anderson Inc
Nebraska
– -$1.1M -11,484 Closed
OAM
583
Oppenheimer Asset Management
New York
– -$879K -9,164 Closed
CWS
584
Cypress Wealth Services
California
– -$872K -9,092 Closed
TCM
585
Tuttle Capital Management
Connecticut
– -$863K -8,996 Closed
DIP
586
DT Investment Partners
Pennsylvania
– -$712K -7,423 Closed
CBA
587
Coastal Bridge Advisors
Connecticut
– -$658K -6,901 Closed
IF
588
Intrua Financial
Texas
– -$677K -6,503 Closed
SAG
589
Spotlight Asset Group
Illinois
– -$593K -6,182 Closed
BPA
590
Beacon Pointe Advisors
California
– -$583K -6,072 Closed
OMC
591
Old Mission Capital
Illinois
– -$562K -5,860 Closed
FLPIM
592
F.L. Putnam Investment Management
Massachusetts
– -$325K -3,388 Closed
VFM
593
Vivid Financial Management
California
– -$311K -3,246 Closed
Koshinski Asset Management
594
Koshinski Asset Management
Illinois
– -$298K -3,105 Closed
ECM
595
ETrade Capital Management
Virginia
– -$259K -2,698 Closed
Invesco
596
Invesco
Georgia
– -$246K -2,560 Closed
GLA
597
Good Life Advisors
Pennsylvania
– -$239K -2,509 Closed
DWM
598
Darwin Wealth Management
Florida
– -$231K -2,409 Closed
ACM
599
AlphaStar Capital Management
North Carolina
– -$220K -2,199 Closed
IAA
600
Independent Advisor Alliance
North Carolina
– -$223K -2,197 Closed
21 22 23
24
25